See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,383 | $152,509-36.8% | $117,472-18.0% | $134,475-28.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.91% | 52.99%-68.9pp | 29.74%-45.7pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,858 | $5,571-48.7% | $4,176-31.6% | $4,740-39.7% |
| Participant deferral / active EE | $8,213 | $4,818+70.5% | $4,070+101.8% | $6,400+28.3% |
| Admin fee / account holder | $821 | $7,004-88.3% | $5,645-85.5% | $11,426-92.8% |